Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 306.14

+0.4%

Dec 24 4:00 PM EST

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To: Proud_Infidel who wrote (6885)	11/14/2002 8:43:58 AM
From: robert b furman	Read Replies (1) of 95632

They also have grown their maintenance supply part of the businee (I'm guessing). This is a move only the big Gorilla can do. Most of the small equipment players must have people on hand (at their expense) to keep their sold equipment up and running. It is a large overhead expense. If Amat gets this done it is a real reason for further consolidation. The good ones will want to go the wat of Amat - because it brings expanded margins. This is avery strong below the scenes developement. Bob

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